- Search for the User/Member using the top search bar to locate the member that the amount is to be transferred FROM
- In the popup, click VIEW
- On the Member details page, click on the ACCOUNTING tab
- To transfer a partial or full amount of a payment to another user, click on the yellow Transfer button (2 arrows) on the right
- A new popup screen will appear. Search for the user/member to transfer an amount to in the Search Members field.
- Next to the name of the account to transfer payment to, click the yellow + button. The account name will be added under Transfer To
- Under Transfer To, enter the amount to be transferred to the other account
- click TRANSFER
A transfer will create a Transfer Invoice from the source account and a Transfer Payment will be added to the Recipient account.
A payment cannot be transferred while it is applied to an invoice. The payment must be removed from the invoice before transferring can occur.